Wealth Advisors-southeast, Inc.

Wealth Advisors-southeast, Inc. (CRD# 116325) is a financial advisory firm headquartered in Tallahassee, FL. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Wealth Advisors-southeast, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sara G. Applewhite
CRD#: 4479535
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Sara Applewhite (CRD# 4479535) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 18 years of experience in the finance industry.

2
Sumner A. Reed
CRD#: 4479541
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Sumner Reed (CRD# 4479541) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 18 years of experience in the finance industry.

3
Richard A. Weidner
CRD#: 3218978
1713 Mahan Drive, Tallahassee, FL 32308
93
Wealthminder
score

Richard Weidner (CRD# 3218978) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 18 years of experience in the finance industry.

4
Daniel I. Rodriguez
CRD#: 5926214
1713 Mahan Drive, Tallahassee, FL 32308
90
Wealthminder
score

Daniel Rodriguez (CRD# 5926214) is an Investment Advisor Representative working at Wealth Advisors-southeast, Inc. in Tallahassee, FL and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.